Raphaela BrandnerMeister

Introducing the MeisterTask for Outlook Add-in

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If there’s one thing most people in today’s business world can agree on, it’s that getting to inbox zero every day is becoming almost impossible. Unfortunately, the good old CMD+A and DELETE isn’t an option for most of us because, you know, some of those emails contain information that’s actually important, and to-dos that really need to get done. To help you extract these action items from your inbox and get them into your task management system as efficiently as possible, we’re proudly introducing a new integration today: the MeisterTask for Outlook add-in!

MeisterTask for Outlook Add-in

The MeisterTask for Outlook add-in turns your emails into tasks and automatically inserts them in the project and section of your choice. The email’s subject line will be used as the task name, and the email’s content will turn into the task description. However, you can easily edit both inside the add-in (before the export) as well as in MeisterTask (after the export).

Take a look at this short video to see the add-in in action:

The MeisterTask for Outlook add-in is free and works in Outlook 2013 or later, Outlook 2016 for Mac, as well as Outlook on the Web.

How to Install the MeisterTask for Outlook Add-in on the Web

Here’s a quick step-by-step guide to show you how to install the MeisterTask add-in in your online Outlook account:

Step 1: Go to www.outlook.com and login with your email address and password.

Outlook Login

Step 2: Open the Settings Menu and select Manage Integrations.

Open the Settings Menu in your Outlook account

Step 3: Use the search field to look for MeisterTask. Once the MeisterTask add-in appears in the list, use the switch on the right to turn the integration on. Follow the steps to connect your Outlook account with your MeisterTask account.

Search for the MeisterTask for Outlook add-in

Step 4: To open the MeisterTask add-in and turn an email into a task, select the email in question and then click on the small MeisterTask button that sits between the subject line and content (next to the Reply all button).

Turn an email into a task with MeisterTask for Outlook

Step 5: Select a project and section for the task you’re about to create. Adjust the task name and description if needed, then click on Create Task.

Select a MeisterTask project and section

Step 6 (Optional): Click on View in MeisterTask to open the newly created task and add additional information to it, such as assignee, due date, tags, watchers and more. MeisterTask will open in a new browser tab.

Add information to the task in MeisterTask

That’s it!

We hope the MeisterTask for Outlook add-in will help you manage tasks arising from your emails more efficiently, and ensure that important to-dos don’t get lost between promotions, social media notifications and those funny PowerPoint presentations that your aunt keeps sending you (RE: RE: FWD: FWD: Hilarious_cat_fails.pptx).

Get MeisterTask for Outlook

PS: If you’re using an email client other than Outlook, be sure to check out our article on how to forward emails to specific sections in your MeisterTask projects, and insert them as tasks.

PPS: If you enjoy using MeisterTask for Outlook, please take a second to rate it in the Office Store and let us know how you get on with it!